Spencer's reviews
Reviewed for
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 17 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 25 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in East Riding
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my private pensions in retirement
How has Spencer Bennett helped you?
By carefully and comprehensively advising on possible options as to how to manage my retirement pensions and savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needing help and advice
How has Spencer Bennett helped you?
giving help and advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
dont know
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a reliable advisor for all aspects of my investment and retirement funds.
How has Spencer Bennett helped you?
Spencer has provided sound advice on all aspects of my portfolio.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching an age whereby i need to know my options for retirement and to actually get my house in order
How has Spencer Bennett helped you?
He has guided me through the options and put my monies into policies whereby the potential for better returns and therefore a more relaxed and enjoyable retirement can now potentially happen
Have you seen the outcome you were hoping for?
It is early stages of a 3-4 year plan, however everything is in place as long as the global economy plays ball
What could they have done better?
Started this process off earlier but that is a mute point.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had become self employed and wanted to seek advice on building up a SIPP.
How has Spencer Bennett helped you?
He has helped me to invest wisely and has been excellent at understanding my attitude to financial planning and risk. He was also fundamental in helping my late father-in-law sort out his finances. He took a lot of time to ensure that what was put in place was suitable for my father-in-law's needs.
Have you seen the outcome you were hoping for?
Yes on both counts.
What could they have done better?
I can't think of anything - it was all good.